HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$929K
3
+$617K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$531K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K

Top Sells

1
+$8.16M
2
+$5.25M
3
+$1.27M
4
VUG icon
Vanguard Growth ETF
VUG
+$610K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$263K

Sector Composition

1 Consumer Staples 33.91%
2 Industrials 18.93%
3 Communication Services 7.19%
4 Technology 7.19%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$57.4K 0.01%
600
402
$57.3K 0.01%
248
+113
403
$57.1K 0.01%
4,091
-930
404
$56.7K 0.01%
189
+16
405
$56.7K 0.01%
138
-2
406
$56.6K 0.01%
3,190
-1,027
407
$56.2K 0.01%
334
+23
408
$55.2K 0.01%
1,650
+709
409
$54.8K 0.01%
428
410
$54.8K 0.01%
194
+8
411
$54.7K 0.01%
260
+21
412
$54.7K 0.01%
4,791
413
$54.5K 0.01%
2,908
414
$53.7K 0.01%
2,648
+659
415
$53.5K 0.01%
476
416
$53.3K 0.01%
4,358
417
$53K 0.01%
432
-10
418
$52.6K 0.01%
4,116
419
$52.6K 0.01%
629
-44
420
$52.4K 0.01%
524
+54
421
$52.3K 0.01%
1,273
422
$51.8K 0.01%
803
+479
423
$51.5K 0.01%
2,446
-95
424
$51.3K 0.01%
816
+412
425
$51.3K 0.01%
940
-43
15 16
17
18 19